NewEdge Advisors’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

NewEdge Advisors’s Portfolio PSP Stock Details PSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$41.7K	Buy	748 +193	+35%	+$11.5K	﹤0.01%	3167
2026 Q1	$31.4K	Sell	555 -28,855	-98%	-$1.81M	﹤0.01%	3061
2025 Q4	$1.97M	Buy	29,410 +1,034	+4%	+$69.3K	0.01%	1083
2025 Q3	$1.96M	Buy	28,376 +9,295	+49%	+$658K	0.01%	1027
2025 Q2	$1.31M	Buy	19,081 +2,009	+12%	+$130K	0.01%	1132
2025 Q1	$1.09M	Buy	17,072 +1,156	+7%	+$78.7K	0.01%	1140
2024 Q4	$1.06M	Buy	15,916 +11,394	+252%	+$785K	0.01%	1127
2024 Q3	$308K	Sell	4,522 -439	-9%	-$28.1K	﹤0.01%	1785
2024 Q2	$303K	Buy	4,961 +4,907	+9,087%	+$317K	﹤0.01%	1715
2024 Q1	$3.56K	Sell	54 -26	-33%	-$1.63K	﹤0.01%	3248
2023 Q4	$4.98K	Hold	80	–	–	﹤0.01%	3120
2023 Q3	$4.13K	Sell	80 -4	-5%	-$215	﹤0.01%	2865
2023 Q2	$4.44K	Hold	84	–	–	﹤0.01%	2861
2023 Q1	$4.26K	Hold	84	–	–	﹤0.01%	2832
2022 Q4	$4	Buy	+84	New	+$3.96K	﹤0.01%	3856
2017 Q3	–	Sell	-177	Closed	-$11K	–	933
2017 Q2	$11K	Buy	+177	New	+$10.9K	﹤0.01%	928

Other funds holding PSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EWM

Endowment Wealth Management Appleton, Wisconsin $259M AUM 15.06% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AWA

Aletheian Wealth Advisors Bellevue, Washington $234M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

NewEdge Advisors's PSP Position: Q2 2026 in Review

NewEdge Advisors increased its Invesco Global Listed Private Equity ETF (PSP) stake by 35% in Q2 2026, buying an estimated $11.5K and bringing the position to 748 shares worth $41.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3167.

NewEdge Advisors first reported a position in PSP in Q2 2017 and has held it in 16 quarters since. The position peaked at $1.97M in Q4 2025. 96 funds tracked by Wall St. Rank hold PSP as of Q2 2026.

NewEdge Advisors held 748 shares of Invesco Global Listed Private Equity ETF worth $41.7K as of Q2 2026.
NewEdge Advisors bought 193 Invesco Global Listed Private Equity ETF shares in Q2 2026, an estimated $11.5K.
Invesco Global Listed Private Equity ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3167 holding.
NewEdge Advisors first reported a position in Invesco Global Listed Private Equity ETF in Q2 2017 and has held it in 16 quarters since.
NewEdge Advisors's Invesco Global Listed Private Equity ETF position peaked at $1.97M in Q4 2025.
96 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.